AdiFinancial Wealth

AdiFinancial Wealth Private Limited

About this app

AdiFinancial Wealth brings all your financial management needs into one convenient app. With the ""One Family - One Account"" feature, you can seamlessly oversee your family's investments and personal data in one place, simplifying your financial management.

Enjoy a user-friendly interface with customizable themes for a personalized experience. Onboard yourself and be ready to invest within 10 minutes. The app's comprehensive profile page consolidates your investment accounts, mandates, and personal information, making everything easily accessible.

Security is a top priority at Adi Wealth. The app features robust security measures, including PIN protection and biometric options like fingerprint and face recognition, ensuring your data remains safe.

Adi Wealth enhances your mutual fund management experience by allowing you to track your portfolio, view transactions, and manage SIPs effortlessly. Explore various mutual funds, compare options, and access detailed factsheets with ease. Complete transactions and mandate authentications directly within the app, making your investment process seamless.

Manage over 20 asset classes, including mutual funds, stocks, insurance, and real estate, with detailed insights and improved functionalities for adding, editing, and deleting assets. Adi Wealth is your ultimate app for secure and comprehensive financial management.

What’s new

- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues